Client Hub: A New Vision for Accounting Firms

This episode is sponsored in part by client hub this week on Tales from the Hub we are back last time we discussed how super smart accounting firm went to scaling new heights. There they learned about client hubs new vision your firm on GPT tell me more that vision means three big areas of investment for client hub one generate it use AI to generate job tasks and task details generate intelligent email replies automatically ask clients for missing information what to answer It doesn't just search by keyword just ask a question and intelligently look across emails meeting transcripts and internal notesYeah yeah even within files to bring you the answer oh mama three up level it AI summarizes meeting notes and action items it tells you what's in a